Over the past three years, the Federal Reserve has steadily raised short-term interest rates. Meanwhile, the M2 money supply — a key measure once championed by Milton Friedman — has been shrinking, bottoming out in late 2023. Logically, tighter monetary policy should have slowed economic growth or even triggered a recession by now. Yet, …
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“We have enjoyed working with Kathy Steinbrecher / Omega Investment Management for more than a decade. We find them to be extremely helpful and responsive. They ensure we meet all of the fiduciary requirements associated with 401K plans while helping us select top quality funds that consistently out perform their peer groups. We are very happy with Omega Investment Management and recommend them very highly.”
Hood & Strong LLP
“We have been thoroughly impressed with the services provided by Omega Investment Management. Their team possesses exceptional expertise in 401(k) planning, and their accessibility to answer our questions has been unparalleled. With their guidance, we have been able to streamline the management of our 401(k) plan, freeing up time to focus on growing our business. We highly recommend Omega Investment Management to any business owner seeking a knowledgeable team to consult on their 401(k) plan, allowing them to focus on their company’s continued success.”
Emeryville Occupational Medical Center, Inc.
“Omega Investment Management services are unparalleled, and they are always available to answer any questions we have. Their expertise in understanding our 401(k) plan has allowed us to focus on growing our business rather than the intricacies of 401k rules and regulatory changes. We highly recommend Omega Investment Management to business owners who want an experienced team to consult on their 401k plan so they can focus on their company.”
Dale Hardware
“Omega demonstrates a true specialty in retirement plan consulting; generalists cannot provide the expertise to insulate against liability risk or relieve plan issues that arise. Omega provides independent analysis of the investments and always puts us first. Omega is always available to us the employer for any plan related questions and to participants for employee meetings, questions, or one-on-one time. We highly recommend their services.”
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“We highly recommend the services of Omega Investment Management to anyone seeking to optimize their 401k plan. Their team of professional and knowledgeable staff has been instrumental in guiding us towards our corporate goals of aiding us in attracting employees. We are truly grateful for their help and expertise in maximizing our 401k plan employee benefit.”
ASA Computers
“We found choosing the best retirement plan advisor goes beyond just selecting funds or pursuing the highest returns. Omega Investment Management is a specialist in employer retirement plans and has the expertise of prudently monitoring our plan and adhering to fiduciary standards, which makes them unique and extremely valuable to our firm. We highly recommend their services.”
RESOURCES
If lawmakers approve major Medicaid cuts, health insurers in this market could feel financial pressure, according to Fitch Ratings. The House budget bill proposes $2 trillion in federal spending cuts over the next decade, with $880 billion affecting Medicaid. Critics warn this could increase state costs and cause coverage losses …
After the Federal Reserve’s rate cuts in late 2024, Treasury yields have unexpectedly climbed. What’s driving this counterintuitive trend? Key Takeaways A Counterintuitive Market Reaction In September 2024, the Federal Reserve made headlines with a 50-bps cut to the federal funds rate, signaling that inflation was finally under control. That …
January 24, 2025 | President Donald Trump’s initial health care policy actions indicate a potential rollback of key Biden-era initiatives aimed at reducing drug costs and expanding access to public health insurance programs. Observers in the health care sector, including policymakers, executives, and advocates, are closely monitoring these developments to …
January 2025 marks a transformative chapter for Blue Shield of California, one of the state’s largest healthcare insurers. With a bold restructuring plan and historic leadership changes, the organization is setting a course for innovation, efficiency, and growth in a rapidly evolving healthcare landscape. A New Corporate Structure to Streamline …
With the recent declaration of former President Trump as the U.S. election winner and Republicans poised to control both the Senate and House, markets have surged. U.S. equities rallied, while Treasury yields and the U.S. dollar saw significant increases. Yet, despite this positive initial response, investors face considerable uncertainty over …
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Omega Investment Management and Cambridge are not affiliated. We are licensed in the following states: AZ, CA, CO, FL, GA, MN, NJ, NV, NY, OH, TX and WA.